What is Portfolio Management?

A disciplined and data-driven approach to leading initiatives, prioritizing goals, resourcing staff, and enabling decision making

  1. Strategic Management

    Annual process that includes trends analysis, assessment of strategic objectives, milestones, investments, and collaboration

  2. Annual Planning

    Identification of annual projects, milestones, spend plans, and performance metrics to ensure return on investment

  1. Budget Formulation

    Disciplined and collaborative approach to federal budget formulation within a 3-5 year time horizon

  2. Execution & Evaluation

    Proven process for ensuring results and the ability to govern with real-time data-enabling agility and work efficiency

The M2 Advantage

Proven Federal Portfolio Management Framework

Portfolio Management framework that drives results and efficiencies. Trained in the M2 portfolio management framework, our consultants embrace the philosophy of thinking differently to solve your challenges. They apply our framework and present solutions that allow you to work smarter, make data-driven decisions, and optimize your workforce and culture.

Agile & Transparent Decision Making

We are experts at designing customized dashboards using Smartsheet; this allows for a comprehensive view of your portfolios providing transparency, agility, and quick decisions.

Enterprise Thinking & Mindset Training

Effective leaders practice enterprise thinking. Our leadership coaches and trainers develop customized sessions that change the mindset and inspire the organization to think and act differently. 

Results. Results. Results.

M2’s Portfolio Services


  • We establish your portfolio management framework and when required will recommend budget and workforce realignments

  • We develop your portfolio dashboard


  • We support a four-phased portfolio management process

  • Includes the development of Strategic Implementation Plan, Formulation of Budget, Annual Operating Plans, and Execution Dashboards

Mindset Training

  • We offer a range of training to ensure success

  • Includes Enterprise Mindset seminars, Portfolio Management Framework training, Change Acceptance training, and stakeholder workshops

Are You Ready To Change Your Mindset?